Kagan Cocozza Asset Management SPY Holdings History
Kagan Cocozza Asset Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 4,557.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.82 Mil. This investment constitutes 2.16% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 1 purchases of SPY, at an average price of $585.62, for a total of 4,570.00 shares. In addition, there have been 1 sales at an average price of $587.78 for 13.00 shares. Based on historical transaction data and SPY's current price of $627.58, Kagan Cocozza Asset Management's estimated gain on his SPY holdings is $191,242.90, reflecting a 7.15% gain to date.
Kagan Cocozza Asset Management SPY ($627.58) Holding Chart
Kagan Cocozza Asset Management SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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